Emily Spych is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Valic Financial Advisors since 2006 and also works as an agent with Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Gideon Evans is a financial advisor at Janney Montgomery Scott with 44 years of industry experience, including 32 years at Janney. He holds Series 63 and Series 66 designations. Evans serves as a board member for the Religious Zionists of America, a nonprofit focused on strengthening ties between Israel and the American Jewish community. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele with brokerage, financial planning, and advisory services provided through a combination of in-house and third-party portfolio management.

Christopher Masso is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masso-Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Christopher Lukas is a financial advisor with Lincoln Investment, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. His career includes roles at Capital Analysts, Mariner Wealth Advisors, and Cincinnati Analysts, among others. Outside of advising, he serves on the Caddie Scholarship committee at Spring Lake Golf Club and is treasurer for the nonprofit Manasquan Cares, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and a layered delivery model involving third-party managers and advisor-led relationships.

Ian Giblin is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. Prior to joining PNC Investments in 2019, he worked at Stone Barn Floors, Merrill, and Bank of America. Outside of finance, he has been affiliated with The Capital Grille since 2015. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a digital, discretionary model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

David Grahn is a Series 63 licensed financial advisor at Janney Montgomery Scott with 42 years of industry experience. He joined Janney Montgomery Scott in 2021, following five years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs supported by in-house and third-party portfolio management.

James Beam Jr. is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at TD Bank N.A. dating back to 2015. Beam Jr. is based in Marlton, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and Pershing.

Daniel Loughlin is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to his tenure at Stratos starting in 2018, he worked at LPL Financial, Compass Securities Corporation, Havener Capital LLC, and WBI Investments, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with discretionary and non-discretionary portfolio management, integrating multiple third-party platforms and offering specialized planning services through independent advisor representatives.

Douglas Gorecki is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Merrill, Bank of America, David Lerner Associates, and The Prudential Insurance Company of America. Outside of his advisory role, he serves as executor and holds power of attorney for his mother. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a blend of strategic and tactical asset allocation through proprietary and third-party managers and relies primarily on percentage-of-AUM wrap fees.

Matthew Stanton is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Christopher Deyoung is a CFP® professional with 20 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held roles since 2013. Outside of his advisory work, he serves on the Widener University Business School Tax and Finance Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a variety of advisory solutions, combining advisor‑led discretionary management with model‑based strategies and access to insurance products and alternative investments.

Jeffrey Scharf is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He previously worked at Nuveen Fund Advisors, LLC from 2002 to 2006 before joining Janney Montgomery Scott, where he has been since 2006 in various roles. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Alan Pollack is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He holds the PFS™ and Series 63 designations and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent for 28 years. In addition to his advisory role, he operates a CPA practice providing accounting, tax planning, payroll processing, and consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset managers, tailoring investment strategies to client needs.

Jerard Gray is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gwfs Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and T. Rowe Price. Outside of financial advising, he is involved in real estate sales with Keller Williams Legacy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain individual investors. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Eileen Wood is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She worked for PNC Capital Markets, Inc. for 22 years prior to joining Truist Investment Services. Wood serves as Treasurer and a Board Director for Joseph’s House of Camden, a homeless shelter providing accommodations and social services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an AI-enabled Equity Research team.

Daniel Herman is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2016, following prior roles at Wells Fargo Clearing and Ameriprise. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and managed account programs.

Jason Mc Evoy is a Series 66-licensed financial advisor at Janney Montgomery Scott with nine years of industry experience. He has been with Janney Montgomery Scott since 2019, following work at Capital One Advisors LLC and Capital One Investing, LLC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs and offers custody and trustee services through a subsidiary trust company.

Dara Federici is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. Prior to her advisory role, she has worked in various customer service positions, including as a food server at an Italian restaurant. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and third-party managers.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Alan Fefer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants, offering managed-account programs, financial planning, and brokerage services.